Clear0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100SPSPLCLVSCSVREIREISISEIVISVEMEMSESEV1F2F3G5FWSCESFMCNTMLGSGUSCUSCISCEMC

IFA Index Portfolio 60: Returns Matrix

Time Range:35 Years50 Years97 Years
Display Units: Annualized Return %Growth of Dollar $
Magnification: + Enlarge- ReduceOriginal

1990
1-Year1990-6.481991
19917.5423.661992
19928.0816.29.181993
199311.1917.7914.9621.051994
5-Year19948.712.869.489.63-0.721995
19959.9513.5711.1711.857.5116.431996
199610.3113.3911.4412.029.1614.4612.531997
199710.2812.911.211.619.3712.9611.2710.021998
19989.4611.6310.0110.158.0910.418.486.513.121999
10-Year199910.0312.0310.6610.879.2611.3810.159.379.0415.312000
20009.210.919.579.628.089.628.317.286.398.061.262001
20018.7810.289.039.017.598.847.626.675.846.772.734.232002
20027.749.027.777.636.247.145.884.813.83.970.440.03-3.992003
20039.2210.539.59.538.449.518.688.147.838.797.229.2811.930.442004
15-Year20049.5210.779.839.898.939.949.248.848.679.638.5210.4212.5621.8813.892005
20059.3810.539.659.688.799.699.048.668.499.298.319.7811.2116.810.537.262006
20069.710.799.9910.049.2410.119.569.279.189.969.2210.6111.9316.3111.9510.9914.842007
20079.3110.319.539.558.779.548.998.678.549.168.419.4710.3713.499.618.228.72.92008
20087.318.137.287.166.36.816.115.595.25.414.364.764.836.382.13-0.62-3.11-11.01-23.032009
20-Year20098.118.948.188.127.367.927.336.956.697.026.236.87.128.815.573.983.18-0.44-2.0724.612010
20108.429.228.518.477.788.337.817.487.297.656.977.567.949.536.835.75.393.153.2419.5714.732011
20117.788.517.817.747.047.516.986.626.386.645.956.386.67.855.314.143.631.521.1810.844.54-4.742012
20127.958.667.997.947.297.757.266.946.7476.396.827.068.246.025.074.763.173.2211.086.913.211.812013
20138.329.028.398.367.768.237.797.517.367.657.127.597.879.027.086.356.245.065.4312.279.397.6614.4517.162014
25-Year20148.078.728.128.077.497.917.487.217.057.36.787.197.428.436.625.925.784.74.9610.527.96.2610.29.412.172015
20157.628.237.637.566.997.376.936.656.466.666.146.486.647.515.795.084.863.813.938.4864.346.745.11-0.45-32016
20167.718.37.727.667.117.497.086.816.656.856.376.696.867.686.115.485.324.414.588.676.575.267.396.312.923.299.992017
20177.818.387.837.787.267.627.246.996.847.046.66.927.17.886.435.875.764.975.188.897.076.027.937.174.85.710.3310.672018
20187.227.747.27.126.66.916.526.256.086.235.776.036.136.85.394.84.623.813.897.055.264.135.474.452.072.053.790.82-8.152019
30-Year20197.417.927.47.346.847.156.786.546.396.546.126.396.517.165.855.345.24.494.637.596.025.096.395.643.834.176.044.761.9213.12020
20207.277.767.257.186.776.646.46.256.395.986.226.336.945.695.25.074.44.527.225.764.96.035.333.744.015.474.372.348.043.22021
20217.57.987.497.446.987.286.946.726.596.746.366.616.737.336.185.745.645.065.217.776.485.766.876.345.055.476.956.365.310.228.814.712022
20226.957.46.926.846.386.656.36.075.916.035.655.855.936.455.324.864.724.124.26.485.24.445.324.693.393.544.513.632.275.062.512.16-9.012023
20237.097.537.066.996.556.816.486.276.126.255.886.096.186.695.625.25.094.544.646.815.644.975.825.34.184.45.374.723.766.324.695.20.7411.542024
35-Year20247.097.527.0676.576.826.516.36.166.285.946.146.226.715.695.35.24.694.796.835.745.135.935.454.454.685.575.034.246.475.195.692.849.347.17
19901991199219931994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024

For HYPOTHETICAL back-tested performance data shown in this chart, see ifabt.com. IFA Index Portfolios are labeled with numbers that refer to the percentage of stock indexes in the asset allocation, as opposed to the allocation of bond indexes. For example, an IFA Index Portfolio 90 is 90% IFA stock indexes and 10% IFA bond indexes. For more, go to indexdescriptions.com. The HYPOTHETICAL back-tested performance of the IFA Index Portfolios was achieved with the benefit of hindsight; it does not represent actual investment strategies for the entire period; and it does not reflect the impact that economic and market factors may have had on the advisor's decision making if the advisor were actually managing client money during the period shown. The performance of index portfolios does reflect the maximum annual advisory fee of 0.9%. IFA Index Portfolios do reflect the deduction of mutual fund fees, include reinvestment of dividends, capital gains, and includes the deduction of IFA advisory fees, but does not include transaction costs or taxes, which if included, would lower performance. The IFA Index Portfolios were created by IFA in 2000.Past performance does not guarantee future results. All data, including performance data, is provided for illustrative purposes only, it does not represent actual performance of any client portfolio or account and it should not be interpreted as an indication of such performance.